Design Lead Job at Goismo in San Francisco

We are looking for a personal financial planning pro (Certified Financial Planner preferred) who will lead our client advising efforts. You will be a fiduciary who works with clients providing holistic advice on areas including saving, retirement, debt management, and investments. You’ll be on the front lines helping clients in what is arguably the most important position at the company.

About you We are especially interested in finding candidates with experience in personal financial planning. You might not have experience with all the technologies in our stack, but you are motivated to learn deeply. You will get the opportunity to work with experienced team mates who can teach and pair with you to learn whatever you have less experience with. You care about security, code quality, scalability, performance, and simplicity. Above all, you seek operational excellence and apply the best engineering practices possible.

Your Role As a personal financial planner, you will :

Enhance or improve user experience.

Process transactions.

Send emails about our services or respond to inquiries.

Maintain compliance with our Privacy Policy and Terms of Service.

Requirements We are looking for a personal financial planning pro (Certified Financial Planner preferred) who will lead our client advising efforts. You will be a fiduciary who works with clients providing holistic advice on areas including saving, retirement, and debt management.

We offer you Opportunities for professional development.

A supportive team environment.

Competitive compensation.

Apply today If you are ready to take on this important role at our company, we encourage you to apply.

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